thecooperators.com
The Financial Services Independent Advisor role at Co-operators involves building and growing an independent advisory practice as an independent contractor, focusing on establishing long-term client relationships and delivering tailored insurance and wealth solutions. The position requires leveraging a consultative approach to develop a profitable client portfolio while upholding the brand's values and client-first culture. Success is driven by proactive prospecting, community engagement, and continuous professional development in financial services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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